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Equity Education
April 2024
83(b) elections
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due...
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![Cap tables](https://images.ctfassets.net/y88td1zx1ufe/5yDoanqdMUneYuPBX814IP/aa07f72e028613093ddef2673da9d896/What_is_a_cap_table_.png)
Educational Essentials
April 2024
Cap tables
In this article, we explain everything you need to know about cap tables and equity management. Download a free cap...
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Investors
April 2024
Carried interest
Carried interest is how venture capital firms compensate and incentivize their general partners. In this article, we'll...
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![Stock options](https://images.ctfassets.net/y88td1zx1ufe/1zb9vXdsHgkwjXKrTA85jh/cb0b4f952026ca17583e5468cc885f95/Startup-employee-stock-options-e1679686402882.png)
Educational Essentials
April 2024
Stock options
Learn about the different types of stock options companies use to compensate employees: incentive stock options (ISO)...
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![Advisory shares](https://images.ctfassets.net/y88td1zx1ufe/5fNwQRPzOLxwzJx7x6lU6I/c71f699abb62abb7e31c4befd9dbbe2e/Advisory-shares-cropped-e1679686372993__1_.png)
Educational Essentials
April 2024
Advisory shares
Learn how advisory shares work for early-stage companies and download a free advisory agreement template to start...
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![409A valuation](https://images.ctfassets.net/y88td1zx1ufe/2L1EbGu2K7mEqxwpyTFOrD/1ce10c3e0ac1e4b2f96f06af825191ec/409a-valuation__1_.png)
Educational Essentials
April 2024
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation...
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![Stock vesting](https://images.ctfassets.net/y88td1zx1ufe/26GysRBiiNmjtUiQN73Ops/95af4cef4b0b5d3d43472feb5c4a0015/What-is-vesting-e1679686518997.png)
Educational Essentials
March 2024
Stock vesting
In this article, learn the basics of stock option vesting, how vesting works, vesting schedules, and why it matters for...
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![How stock options are taxed](https://images.ctfassets.net/y88td1zx1ufe/3yycZAdDK8QoX2KAru4Uzl/8dd9e363e0a1a0bf2675a5b900fe10e9/How-stock-options-are-taxed-e1679686311970.png)
Educational Essentials
January 2024
How stock options are taxed
In this article, we break down the different types of stock options and how tax treatment works for ISOs and NSOs....
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![Qualified small business stock (QSBS)](https://images.ctfassets.net/y88td1zx1ufe/5WOROPegHvy5OSxrlueM7i/1fac9cbd3e8d18aa55b0294305975209/QSBS_Tax_benefit.png)
Educational Essentials
August 2023
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock...
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![Special purpose vehicle (SPV)](https://images.ctfassets.net/y88td1zx1ufe/1Y0hTeX0bDJO5QVwwvJx49/720de4a360824737c1d56076d76c4ad4/Generic_SPV.jpg)
Investors
August 2023
Special purpose vehicle (SPV)
Learn about special purpose vehicles (SPVs) in private funds, including what they are, how they work, and how they...
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Investors
June 2023
Fund administration
Fund administration is a third-party service that handles venture fund accounting, LP reporting, asset valuation,...
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![Pro forma financial statements](https://images.ctfassets.net/y88td1zx1ufe/1sLOaM4ATNs6oRXohra8wY/e475a66f4e6c1b12342bc66cd4d8d592/Pro-Forma-1.png)
Founder Education
June 2023
Pro forma financial statements
A pro forma financial statement predicts the outcome of an investment or business deal. Learn what to include in your...
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